Over the course of 2016, CFI collaborated with project leads from the Center for Financial Services Innovation (CFSI) and Dalberg’s Design Impact Group (DIG) to evaluate hypotheses, conduct field research, convene thought-leaders, and test assumptions, all for the purpose of determining the validity of financial health as a core concept internationally. The teams worked to understand the necessary adaptations such a model would require across borders, as well as the opportunities and use cases for such a framework.
This report presents results of these efforts, finding that the core financial health framework resonates with consumers, practitioners, providers, and funders both in the U.S. and in the developing world.
This report is authored by Tanya Ladha, Kaitlin Asrow, and Sarah Rotman Parker of the Center for Financial Services Innovation (CFSI), and Elisabeth Rhyne and Sonja Kelly of CFI.